Once you're signed in to the SwiftFox Templates add-in, you insert fields into your Word document so that SwiftFox data fills them in when the document is generated. Fields are inserted from the Merge field dropdown in the right-hand pane.
Insert a field — step by step
- Place your cursor in the Word document exactly where you want the data to appear.
- In the SwiftFox Templates pane, open the Merge field dropdown to see every field available to your account.
- Select the field you want to insert.
- Make sure you've chosen the correct field type for your use case — Template field for individual documents, or Mail merge field for bulk documents (see Template field vs mail merge field).
- Click Insert Field to place the selected field at your cursor.
- Repeat for every piece of SwiftFox data you want in the document.
- Save the Word file when you're finished.
What fields are available
The Merge field dropdown lists all fields available to your account, grouped into three kinds:
- Default contact fields — standard contact details, such as name, title, date of birth, address, mobile and email.
- Finance fields — financial data such as arrears and total-paid figures, useful for documents like end-of-financial-year (EOFY) statements.
- Custom fields — any custom fields you have created in SwiftFox, so your own data points can be merged into documents too.
Tips for building a clean template
- Insert each field at the precise cursor position you want it — fields drop in wherever your cursor sits.
- Use default contact fields for personalisation (greetings, addresses), finance fields for statements, and custom fields for anything specific to your account.
- Keep the field type consistent across the whole document so it matches your intended generation method.
- Always Save after inserting fields, then upload the file to SwiftFox (see Uploading and organising Documents templates in Settings).